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Bragg Financial Advisors, Inc: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bragg Financial Advisors, Inc on JPM, newest first. How the timeline and the estimate are built.

Bragg Financial Advisors, Inc held 101,376 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,376 shares
    Change vs previous 13F +2,008 shares

    0.89% of the 13F portfolio, value $33,183,463.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,368 shares
    Change vs previous 13F +3,260 shares

    0.92% of the 13F portfolio, value $29,230,142.

    13F-HR 0001062993-26-002690 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 96,108 shares
    Change vs previous 13F +3,524 shares

    1.01% of the 13F portfolio, value $30,967,920.

    13F-HR 0001062993-26-000899 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 92,584 shares
    Change vs previous 13F -20 shares

    0.97% of the 13F portfolio, value $29,203,772.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 92,604 shares
    Change vs previous 13F -524 shares

    0.96% of the 13F portfolio, value $26,846,826.

    13F-HR 0001062993-25-014449 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,128 shares
    Change vs previous 13F -2,069 shares

    0.94% of the 13F portfolio, value $22,844,299.

    13F-HR 0001062993-25-009327 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 95,197 shares
    Change vs previous 13F -3,130 shares

    0.92% of the 13F portfolio, value $22,819,673.

    13F-HR 0001062993-25-002281 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 98,327 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $20,733,232.

    13F-HR 0001062993-24-019085 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).